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Wealth Management and Advisory (FNCE217)

Course description

The objective of this course is to introduce wealth management and advisory needs/focuses across client segments spanning from the mass-affluent space to the private high net-worth individual (HNWI) space. Wealth management is to grow, preserve, and transfer wealth to future generations. The traditional focus in investment management has primarily been on institutions. However, with the large growth in private wealth globally and particularly in Asia, wealth  management for HNWIs is fast emer...


Seminar Required

Graded, 1.0 Credit Units

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